Perigon Wealth Management, LLC Victory Portfolios Ii Victorys Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
Shares
8 transactions
Others Institutions Holding VSDA
# of Institutions
51Shares Held
2.52MCall Options Held
0Put Options Held
0-
Pinnacle Financial Partners Inc465KShares$24.2 Million0.48% of portfolio
-
Great Valley Advisor Group, Inc.364KShares$19 Million0.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC271KShares$14.1 Million0.01% of portfolio
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Morgan Stanley New York, NY254KShares$13.2 Million0.0% of portfolio
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Investors Research Corp230KShares$12 Million2.65% of portfolio